Call report 2026Q2 · Schedule RC-T

STIFEL TRUST COMPANY NATIONAL ASSOCIATION — Schedule RC-T — Fiduciary and Related Services, 2026Q2

Name: STIFEL TRUST COMPANY NATIONAL ASSOCIATION — Schedule RC-T — Fiduciary and Related Services, 2026Q2
Creator: STIFEL TRUST COMPANY NATIONAL ASSOCIATION
License: https://www.usa.gov/government-works

Trust and custody activity: fiduciary assets under management, number of accounts, and fiduciary income.

PERIOD: 2026Q2SOURCE: FFIEC Call Report, RCT143 items, each source-linked

Cite: FACTANKER, https://factanker.com/entity/c733409f-75f3-4c6d-bfdf-213d3d2161e3/2026Q2/rc-t

What stands out

STIFEL TRUST COMPANY NATIONAL ASSOCIATION filed 143 items on Schedule RC-T for 2026Q2. The largest amount is $4.14B for “Total Fiduciary Accts-managed Assets”. Next come “Mg Fid Tot Mgmt Fid Prsnl Tr Agy Inv” at $3.64B and “Prsnl Trst/agncy Accts-managd Assets” at $3.37B. 81 of the 143 items are reported as zero — the line exists on the form, the bank has no such position. Dollar amounts are as filed, in thousands of USD; counts, dates and ratios keep their own units. Every value links to its fact record with the filing it came from.

Schedule RC-T — Fiduciary and Related Services

Trust and custody activity: fiduciary assets under management, number of accounts, and fiduciary income.

Item	MDRM	Value as filed	Source
Prsnl Trst/agncy Accts-managd Assets	RCONB868	3,371,409	evidence →
Prsnl Trst/agcy Accts-non-man Assets	RCONB869	100,872	evidence →
Prsnl Trst/agcy Accts Nbr Managd Acc	RCONB870	1,295	evidence →
Prsnl Trst/agcy Accts Nbr Non-mng Ac	RCONB871	4	evidence →
Employee Bnft-defnd Cntrbtn-man Asts	RCONB872	0	evidence →
Employee Bnft-defnd Cntrbtn-non,etc	RCONB873	0	evidence →
Employee Bnft-defnd Cntrbtn-# Managd	RCONB874	0	evidence →
Employee Bnft-defd Cntrbtn Mbr Non,e	RCONB875	0	evidence →
Employee Bnft-dfnd Bnft-managd Asets	RCONB876	0	evidence →
Employee Bnft-dfnd Bnft-non-mngd,etc	RCONB877	0	evidence →
Employee Bnft-dfnd Bnft-# Mngd Accts	RCONB878	0	evidence →
Employee Bnft-dfnd Bnft Nbr Non-mngd	RCONB879	0	evidence →
Oth Retirement Accts-managed Assets	RCONB880	64,376	evidence →
Oth Retiremnt Accts-non-mangd Assets	RCONB881	0	evidence →
Oth Retiremnt Accts-# Managed Accts	RCONB882	119	evidence →
Oth Retiremnt Accts-# Non-mngd Accts	RCONB883	0	evidence →
Corp Trst/agcy Accts-managed Assets	RCONB884	0	evidence →
Corp Trst/agcy Accts-non-mngd Assets	RCONB885	0	evidence →
Invmt Mngemnt Agcy Accts-mngd Assets	RCONB886	267,160	evidence →
Invmt Mngemt Agcy Accts-# Mngd Accts	RCONB888	99	evidence →
Other Fiduciary Accts-managed Assets	RCONB890	298,008	evidence →
Oth Fiduciary Accts-non-mnged Assets	RCONB891	0	evidence →
Oth Fiduciary Accts-# Managed Accts	RCONB892	2	evidence →
Oth Fiduciary Accts Nbr Non-mngd Acc	RCONB893	0	evidence →
Total Fiduciary Accts-managed Assets	RCONB894	4,141,952	evidence →
Totl Fiduciary Accts-non-mngd Assets	RCONB895	100,872	evidence →
Totl Fiduciary Accts-# Mngd Accounts	RCONB896	1,543	evidence →
Totl Fiduciary Accts-non-mngd Accts	RCONB897	4	evidence →
Custody/safekeeping Accts - Non-mngd	RCONB898	230,571	evidence →
Custody/safekeeping Accts-# Non-mngd	RCONB899	86	evidence →
Corp/muncpl Trusteeship-# Of Issues	RCONB927	0	evidence →
Corp/muncpl Trstshps-prncpl Amt Otsd	RCONB928	0	evidence →
Trnsfr Agnt,regstrar,etc-# Of Issues	RCONB929	0	evidence →
Domestic Equity - Number Of Funds	RCONB931	0	evidence →
Domestic Equity-mkt Val Funds Assets	RCONB932	0	evidence →
Intl Global Eqty Nbr Of Funds	RCONB933	0	evidence →
Interntl/global Eqty-mk Val Fnd Asts	RCONB934	0	evidence →
Stock/bond Blend - Number Of Funds	RCONB935	0	evidence →
Stock/bond Blend-mk Val Fund Assets	RCONB936	0	evidence →
Taxable Bond - Number Of Funds	RCONB937	0	evidence →
Taxable Bond-mkt Valu Of Fund Assets	RCONB938	0	evidence →
Municipal Bond - Number Of Funds	RCONB939	0	evidence →
Municipal Bond-mk Val Of Fund Assets	RCONB940	0	evidence →
Shrt Term Invmts/money Mk Nbr Of Fun	RCONB941	0	evidence →
Shrt Term Invmts/money Mk-mk Val,etc	RCONB942	0	evidence →
Specialty/other - Number Of Funds	RCONB943	0	evidence →
Specialty/other-mkt Valu Fund Assets	RCONB944	0	evidence →
Tot Collectve Invmt Funds-# Of Funds	RCONB945	0	evidence →
Tot Collectve Invmt Funds-mk Val,etc	RCONB946	0	evidence →
Corp Trst&agncy Accts Nbr Managd Acc	RCONC001	0	evidence →
Corp Trst&acy Accts-# Non-mngd Accts	RCONC002	0	evidence →
Fid Rel Ast Inv Mgmt Advis Nmg Ast	RCONJ253	0	evidence →
Fid Rel Ast Inv Mgmt Advis Nbr Nmg A	RCONJ254	0	evidence →
Fid Rel Ast Found Endw Tr Agy Act Mg	RCONJ255	140,999	evidence →
Fid Rel Ast Found Endw Tr Nmg Ast	RCONJ256	0	evidence →
Fid Rel Ast Found Endw Tr Nbr Mg Acc	RCONJ257	28	evidence →
Fid Rel Ast Found Endw Tr Nbr Nmg Ac	RCONJ258	0	evidence →
Fid Rel Ast Ira, Hsa, Othr Mg Ast	RCONJ259	64,376	evidence →
Fid Rel Ast Ira, Hsa, Othr Nmg Ast	RCONJ260	0	evidence →
Fid Rel Ast Ira, Hsa, Othr Nbr Mg Ac	RCONJ261	119	evidence →
Fid Rel Ast Ira, Hsa, Othr Nbr Nmg A	RCONJ262	0	evidence →
Mg Ast Fid Nint Dep Prsnl Tr Inv Mgm	RCONJ263	119	evidence →
Mg Ast Fid Nint Dep Empl Bnft Retire	RCONJ264	0	evidence →
Mg Ast Fid Nint Dep Empl Retire Othr	RCONJ265	0	evidence →
Mg Ast Fid Int Dep Prsnl Tr Inv Mgmt	RCONJ266	4,095	evidence →
Mg Ast Fid Int Dep Empl Bnft Retire	RCONJ267	0	evidence →
Mg Ast Fid Act Int Dep Othr	RCONJ268	50	evidence →
Mg Fid US Treas Obgl Prsnl Tr Inv Mg	RCONJ269	176,619	evidence →
Mg Fid US Treas Obgl Empl Bnft Rel T	RCONJ270	1,374	evidence →
Mg Fid Act US Treas Govt Obgl Othr	RCONJ271	4,881	evidence →
Mg Fid St Cty Muni Prsnl Tr Inv Mgmt	RCONJ272	207,735	evidence →
Mg Fid St Cty Muni Empl Bnft Rel Tr	RCONJ273	47	evidence →
Mg Fid Act St, Cty, Muni Obgl Othr	RCONJ274	13,947	evidence →
Mg Fid Mmmf Prsnl Tr Inv Mgmt Act	RCONJ275	227,297	evidence →
Mg Fid Mmmf Empl Bnft Retire Rel Tr	RCONJ276	2,687	evidence →
Mg Ast Fid Act Mmmf Othr	RCONJ277	5,884	evidence →
Mg Fid Eqmf Prsnl Tr Agy Inv Mgmt	RCONJ278	873,077	evidence →
Mg Fid Eqmf Empl Bnft Retire Rel	RCONJ279	33,187	evidence →
Mg Fid Eqmf Othr	RCONJ280	50,159	evidence →
Mg Fid Othr Mf Prsnl Tr Inv Mgmt	RCONJ281	345,459	evidence →
Mg Fid Othr Mf Empl Bnft Retire Rel	RCONJ282	12,437	evidence →
Mg Fid Othr Mf Othr	RCONJ283	16,975	evidence →
Mg Fid Cmn Tr Fund Prsnl Tr Agy Inv	RCONJ284	0	evidence →
Mg Fid Cmn Tr Fund Empl Bnft Retire	RCONJ285	0	evidence →
Mg Fid Cmn Tr Fund Othr	RCONJ286	0	evidence →
Mg Fid Othr Oblg Prsnl Tr Agy Inv Mg	RCONJ287	0	evidence →
Mg Fid Othr Oblg Empl Bnft Retire RE	RCONJ288	0	evidence →
Mg Fid Othr Sht Oblg Othr	RCONJ289	0	evidence →
Mg Fid Othr Nt Bnd Prsnl Tr Agy Inv	RCONJ290	49,348	evidence →
Mg Fid Othr Nt Bnd Empl Bnft Retire	RCONJ291	1,638	evidence →
Mg Fid Othr Nt Bnd All Othr	RCONJ292	9,075	evidence →
Mg Fid Inv Unreg Priv Eqt Prsnl Tr I	RCONJ293	194,405	evidence →
Mg Fid Unreg Priv Eqt Empl Bnft Reti	RCONJ294	0	evidence →
Mg Fid Inv Unreg Fund Priv Eqt Inv O	RCONJ295	142,066	evidence →
Mg Fid Othr Cmn Prf Stk Prsnl Tr Inv	RCONJ296	1,434,005	evidence →
Mg Fid Othr Cmn Prf Stk Empl Bnft RE	RCONJ297	13,006	evidence →
Mg Fid Othr Cmn Prf Stk Othr	RCONJ298	125,809	evidence →
Mg Fid RE Mtg Prsnl Tr Agy Inv Mgmt	RCONJ299	0	evidence →
Mg Fid RE Mtg Empl Bnft Retire	RCONJ300	0	evidence →
Mg Fid RE Mtg Othr	RCONJ301	0	evidence →
Mg Fid RE Prsnl Tr Agy Inv	RCONJ302	93,657	evidence →
Mg Fid RE Empl Bnft Retire Rel	RCONJ303	0	evidence →
Mg Fid RE Othr	RCONJ304	176	evidence →
Mg Fid Misc Ast Prsnl Tr Agy Inv Mgm	RCONJ305	32,753	evidence →
Mg Fid Misc Ast Empl Bnft Retire Rel	RCONJ306	0	evidence →
Mg Fid Misc Ast Othr	RCONJ307	69,985	evidence →
Mg Fid Tot Mgmt Fid Prsnl Tr Agy Inv	RCONJ308	3,638,569	evidence →
Mg Fid Tot Mgmt Fid Empl Bnft Retire	RCONJ309	64,376	evidence →
Mg Fid Tot Ast Mgmt Fid Othr	RCONJ310	439,007	evidence →
Inv Mgmt Fid Empl Bnft Retire Mgmt A	RCONJ311	0	evidence →
Inv Mgmt Fid Spsd Othr Nbr Of Accoun	RCONJ312	0	evidence →
Corp Tr Act Corp Muni Tr Iss Dflt	RCONJ313	0	evidence →
Corp Tr Act Corp Muni Tr Prin Amt Ou	RCONJ314	0	evidence →
Income From Fiduciary Activities	RIAD4070	14,654	evidence →
Corporate Trust&agency Accounts	RIADA479	0	evidence →
All Other Fiduciary Income	RIADA480	392	evidence →
Net Settlements, Surcharges & Losses	RIADA488	0	evidence →
Net Trust Income (loss)	RIADA491	5,071	evidence →
Personal Trust And Agency Accounts	RIADB904	12,650	evidence →
Employee Benefit-defined Contributn	RIADB905	0	evidence →
Employee Benefit-defined Benefit	RIADB906	0	evidence →
Other Retirement Accounts	RIADB907	324	evidence →
Custody And Safekeeping Accounts	RIADB909	170	evidence →
Oth Fiduciary/related Services Incme	RIADB910	0	evidence →
Plus:intracmpny Incm Crdts For Fiduc	RIADB911	0	evidence →
Prsnl Trst/agcy Accts-gross Loss,etc	RIADB947	0	evidence →
Prsnl Trst/agcy Accts-gross Loss Non	RIADB948	0	evidence →
Personal Trust/agcy Accts-recoveries	RIADB949	0	evidence →
Retiremt Rltd Trst,etc-gross Loss Mn	RIADB950	0	evidence →
Retiremt Rltd Trst,etc-gross Los Non	RIADB951	0	evidence →
Retiremt Related Trst,etc-recoveries	RIADB952	0	evidence →
Invmt Mngemt Agcy Accts-gros Los Mng	RIADB953	0	evidence →
Invmt Mngemt Agcy Accts-gros Los Non	RIADB954	0	evidence →
Invtmt Mngemt Agcy Accts-recoveries	RIADB955	0	evidence →
Oth Fidu Accts/rltd Svcs-gros Los Mn	RIADB956	0	evidence →
Oth Fid Accts/rltd Svcs-gros Los Non	RIADB957	0	evidence →
Oth Fidu Accts/rltd Svcs-recoveries	RIADB958	0	evidence →
Tot Fidu Settlemts,etc-gros Loss Mn	RIADB959	0	evidence →
Tot Fidu Settlemts,etc-gros Loss Non	RIADB960	0	evidence →
Tot Fidu Settlements,etc-recoveries	RIADB961	0	evidence →
Less: Expenses	RIADC058	9,583	evidence →
Fid Rel Srvc Inc Inv Mgmt Advis Agy	RIADJ315	707	evidence →
Fid Rel Srvc Inc Found Endw Tr Agy A	RIADJ316	411	evidence →

Other schedules of this call report

11 further schedules filed by STIFEL TRUST COMPANY NATIONAL ASSOCIATION for 2026Q2.

Schedule RC — Balance Sheet 39 items
Schedule RC-B — Securities 90 items
Schedule RC-E — Deposit Liabilities 43 items
Schedule RC-F — Other Assets 17 items
Schedule RC-G — Other Liabilities 13 items
Schedule RC-K — Quarterly Averages 20 items
Schedule RC-O — Other Data for Deposit Insurance Assessments 24 items
Schedule RC-R Part I — Regulatory Capital Components and Ratios 44 items
Schedule RC-R Part II — Risk-Weighted Assets 371 items
Schedule RI — Income Statement 55 items
Schedule RI-A — Changes in Bank Equity Capital 11 items

Call report 2026Q2, headline measures →STIFEL TRUST COMPANY NATIONAL ASSOCIATIO →

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